Jefferies Financial Group’s Chefs' Warehouse CHEF Stock Holding History

Jefferies Financial Group’s Portfolio CHEF Stock Details CHEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-65,000	Closed	-$4.15M	–	1490
2025 Q2	$4.15M	Hold	65,000	–	–	0.03%	343
2025 Q1	$3.54M	Buy	+65,000	New	+$3.62M	0.03%	395
2024 Q3	–	Sell	-100,000	Closed	-$3.91M	–	1475
2024 Q2	$3.91M	Sell	100,000 -65,000	-39%	-$2.4M	0.04%	358
2024 Q1	$6.21M	Buy	165,000 +15,000	+10%	+$514K	0.06%	262
2023 Q4	$4.41M	Sell	150,000 -89,700	-37%	-$2.16M	0.03%	437
2023 Q3	$5.08M	Buy	239,700 +139,700	+140%	+$4.27M	0.05%	334
2023 Q2	$3.58M	Hold	100,000	–	–	0.03%	460
2023 Q1	$3.4M	Buy	100,000 +50,000	+100%	+$1.76M	0.03%	480
2022 Q4	$1.66M	Buy	+50,000	New	+$1.74M	0.01%	722

Other funds holding CHEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jefferies Financial Group's CHEF Position: Q4 2025 in Review

Jefferies Financial Group sold out of Chefs' Warehouse (CHEF) in Q4 2025, closing a stake of 85,000 shares — an estimated $4.96M sold.

Jefferies Financial Group first reported a position in CHEF in Q1 2023 and held it in 5 quarters. The position peaked at $4.96M in Q3 2025. 244 funds tracked by Wall St. Rank hold CHEF as of Q4 2025.

Jefferies Financial Group reported no remaining Chefs' Warehouse position as of Q4 2025 after selling out during the quarter.
Jefferies Financial Group sold 85,000 Chefs' Warehouse shares in Q4 2025, an estimated $4.96M.
Jefferies Financial Group first reported a position in Chefs' Warehouse in Q1 2023 and held it in 5 quarters.
Jefferies Financial Group's Chefs' Warehouse position peaked at $4.96M in Q3 2025.
244 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q4 2025.

Based on Jefferies Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.